Wealth Plan Investment Management, LLC Purchases and Sells in Q3 2024

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Top Buys

Incresed Positions

121 operations
Stock Shares change Price Range Shares Held Trade History
87.8K
+ 32.65%
$207.23 - $234.82 $18.2M - $20.6M
357K $83.1M
85.4K
+ 293.45%
$255.18 - $283.2 $21.8M - $24.2M
114K $32.4M
474K
+ 483.02%
$24.05 - $24.42 $11.4M - $11.6M
572K $13.9M
171K
+ 172.37%
$57.47 - $62.76 $9.81M - $10.7M
270K $16.9M
16.3K
+ 44.25%
$405.19 - $478.57 $6.6M - $7.79M
53.1K $24.4M
45.2K
+ 97.62%
$98.91 - $134.91 $4.47M - $6.1M
91.6K $11.1M
View all

New Holdings

79 operations
Stock Shares change Price Range Shares Held Trade History
498K
New
$36.98 - $41.55 $18.4M - $20.7M
498K $20.5M
668K
New
$24.86 - $26.33 $16.6M - $17.6M
668K $17.4M
81.5K
New
$181.06 - $197.17 $14.8M - $16.1M
81.5K $16.1M
282K
New
$53.64 - $53.64 $15.1M - $15.1M
282K $15.1M
212K
New
$42.73 - $44.94 $9.04M - $9.51M
212K $9.51M
167K
New
$43.5 - $45.75 $7.24M - $7.62M
167K $7.62M
View all

Top Sells

Reduced Positions

33 operations
Stock Shares change Price Range Shares Held Trade History
-155K
- 31.05%
$25.19 - $25.5 $3.9M - $3.95M
344K $8.75M
-4.3K
- 67.85%
$253.74 - $291.56 $1.09M - $1.25M
2.04K $560K
-11K
- 71.22%
$89.91 - $101.33 $987K - $1.11M
4.44K $435K
-6.56K
- 58.37%
$100.07 - $118.13 $656K - $775K
4.68K $533K
-8.95K
- 50.57%
$54.63 - $63.96 $489K - $572K
8.75K $544K
-2.53K
- 61.41%
$120.02 - $140.77 $303K - $356K
1.59K $222K
View all
Activity Summary
Buys All Purchases 200 New Holdings 79 Increased Positions 121 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email